Operations Checklist
To manage daily operations I want to set up standardized policies and procedures. What should I make sure I cover?
Question: To manage daily operations I want to set up standardized policies and procedures. What should I make sure I cover?
Answer: Policies and procedures related to daily operations should address, at a minimum, the following areas:
- handling of professional courtesy,
- handling accounts with credit balance,
- printing a face sheet,
- voiding a procedure,
- pre-billing analysis,
- printing of encounter forms - pursuant to scheduling and on demand,
- no-show encounter tracking,
- encounter tracking report,
- appointment templating,
- financial agreement, and
- daily balancing.
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